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JPMorgan Chase
JPM

Overview Fund Activity

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.65B
2
Invesco
Invesco
Georgia
$2.65B
3
Baird Financial Group
Baird Financial Group
Wisconsin
$524M
4
Renaissance Technologies
Renaissance Technologies
New York
$332M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$282M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$28.2B
2
BlackRock
BlackRock
New York
$24.2B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.9B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$0
5
American Century Companies
American Century Companies
Missouri
$897M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
2601
Regal Wealth Group
California
$28K – – –
PWP
2602
Personal Wealth Partners
Minnesota
$28K +$28K +247 New
MFT
2603
Moisand Fitzgerald Tamayo
Florida
$27K – – –
WCM
2604
Wealthcare Capital Management
Virginia
$26K – – –
EAM
2605
Eukles Asset Management
Ohio
$26K +$7.25K +65 +39%
AWM
2606
Avondale Wealth Management
Texas
$25K -$21.9K -200 -47%
LWA
2607
Lowe Wealth Advisors
Maryland
$23K – – –
WIM
2608
Westside Investment Management
California
$22.4K +$22.4K +4,010 New
JWM
2609
Janiczek Wealth Management
Colorado
$22K – – –
LFG
2610
Larson Financial Group
Missouri
$16K +$113 +1 +0.7%
IF
2611
Ironwood Financial
Arizona
$15K – – –
CAGAS
2612
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
TJHA
2613
Thomas J. Herzfeld Advisors
Florida
$14K +$1.74K +15 +14%
SFPIA
2614
Stevens First Principles Investment Advisors
California
$14K +$7.83K +71 +127%
AP
2615
Advisors Preferred
Maryland
$13K +$13K +117 New
FA
2616
Financial Advantage
Maryland
$11K – – –
HWM
2617
Holloway Wealth Management
Florida
$11K -$10K – –
TVWM
2618
Tower View Wealth Management
Wisconsin
$11K – – –
RCC
2619
Red Cedar Capital
Nebraska
$11K – – –
MWM
2620
Merriman Wealth Management
Washington
$6.52K +$24 +21 +0.4%
BCMIO
2621
Beacon Capital Management Inc (Ohio)
Ohio
$6K +$118 +1 +2%
MIM
2622
Macroview Investment Management
Maryland
$5K – – –
LM
2623
Lincluden Management
Ontario, Canada
$4.87K -$787 -7,040 -14%
CIR
2624
Clear Investment Research
Georgia
$4K – – –
CT
2625
Chicago Trust
Illinois
$3.47K +$102 +914 +3%
103 104
105
106 107